Pennsylvania Guardian Handbook
Reporting Requirements
Requirements and Consequences of Not Filing
You are required to file an annual report with the court on the anniversary of the date on which you were appointed guardian. The annual Report of Guardian of the Person updates the court on the physical address, health, and well-being of the IP. The court should be updated, if possible, prior to the filing of the annual report when there is a change of address for the IP or the guardian.
Co-guardians may file one report together or each guardian can file their own Guardian of the Person Report annually. Co-guardians are encouraged to communicate and work together to complete the annual report(s).
If the guardian(s) fail to file the annual report, the court can act, including requiring the guardian(s) to appear in court and removing the guardian(s) from the case. If you have issues completing the report or need more time, contact the clerk of the orphans' court office in the county in which the guardianship is filed. The filing of reports is a critical tool for the courts to monitor the health, well-being, and financial stability of the IP. Failure to file a report can have significant impact on the court's ability to monitor the guardianship case.
How to File
Guardianship Tracking System (GTS)
The Pennsylvania Guardianship Tracking System (GTS) provides an online alternative to paper forms used by guardians to submit inventory and annual reports. For more information on GTS, see Guardianship Tracking System (GTS).
GTS can be accessed by visiting https://ujsportal.pacourts.us/, creating a secure user account, and entering an access code provided by the clerk of the orphans' court office on your secure user profile or during your account creation. For step-by-step instructions on how to file, click the Help icon on the GTS Dashboard once you log into the UJS Portal and access GTS.
Paper
Paper versions of the annual report are available at https://www.pacourts.us/forms/for-the-public/orphans-court-forms. Paper reports are filed with the county's clerk of the orphans' court office. Contact the office to determine if reports are required to be filed in person or if they can be filed by mail. Certain counties may require electronic filing of reports. If you are required to file electronically and do not have access to a computer, contact the clerk of the orphans' court office for further direction.